Frequently Asked Questions

A financial advisor gathers data, analyzes it, prepares, and recommends strategies for financial planning and investments tailored to your profile and goals.

Anyone with assets who wants to create a financial plan and invest for the future can benefit from a financial advisor. It’s always valuable to have expert guidance in managing your assets.

Reach out to us at infomarkets@activestwm.com or fill out our contact form. We’ll guide you in selecting the service that best fits your needs and financial objectives.

A Multi-Family Office is a service structure designed to provide personalized advice and management for financial, tax, structural, and estate matters.

A multi-family office is ideal when you want to manage, invest, and preserve your wealth efficiently with the help of a third party, reducing the costs typically associated with a single-family office.

Wealth Management focuses on investment strategies, while a Multi-Family Office offers a comprehensive solution to help you organize and manage your entire wealth.

Activest is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA), which means we have a fiduciary duty to act in your best interests.

It depends on the arrangement we have with you.

In a discretionary setup, we can make trades and investment decisions on your behalf without prior approval. In a non-discretionary setup, we need your instructions for each action.

In both cases, you’ll be kept informed of all transactions.

We receive compensation solely from you, not from third parties.

This compensation is outlined in our advisory agreement and may include a percentage of the invested amount, performance fees, or a fixed dollar amount. The specifics can vary depending on the size of your portfolio and the scope of services provided.

Absolutely! We have the flexibility to work with various banks as independent advisors.

Of course. We evaluate your situation and work with you, your legal advisors, and tax consultants to ensure your tax structure aligns with your needs.